Student Assessment Tasks

BSBOPS502
Manage business operational plans
 Student Assessment Tasks for BSBOPS502 Manage business operational plans

Assessment Task 1: Answers to knowledge questions

1. Operational Plan Purpose and Content:

- Purpose of Operational Plan:
An operational plan acts as a detailed guide, outlining specific tasks and strategies an
organization employs to accomplish its strategic goals. It translates broader objectives into
practical, day-to-day activities.

- Content of Operational Plan:

Content typically encompasses organizational structure, responsibilities, timelines, budgets,
key performance indicators (KPIs), and actions needed to achieve operational goals.

- Role of Operational Plan in Goal Achievement:

The operational plan aligns daily operations with overall strategic objectives, ensuring
efficient resource use and contributing to organizational success.

- Contingency Plan Purpose:

A contingency plan addresses unforeseen events, providing strategies to mitigate risks and
enable the organization to adapt and function during adverse conditions.

2. Differences in Operational Plans:

An operational plan for the entire organization covers broad activities and strategic goals.
Conversely, a plan tailored to a specific goal or department focuses on detailed actions and
strategies for achieving a particular objective, catering to unique departmental needs.

3. Methods for Operational Plan Development:

- Collaborative Workshops:
Involving key stakeholders and department heads in workshops encourages diverse input for a
comprehensive operational plan.

- Data Analysis and Review:

Analyzing historical data and performance metrics aids in identifying improvement areas and
setting realistic operational targets.

- SWOT Analysis:
Conducting a SWOT analysis helps understand internal and external factors, guiding strategic
decision-making for the operational plan.

- Continuous Feedback and Review:

Establishing regular feedback loops ensures the plan remains adaptable and responsive to
changing circumstances, maintaining relevance over time.

1. Complete the table below to describe information sources necessary to develop and present
operational plans. The first row has been completed as an example for you to follow.

Information source Description Examples (provide 1)

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Student Assessment Tasks for BSBOPS502 Manage business operational plans

Colleagues/Employees Colleagues may be part of the same Team member

team, or from another team.
CFO
Manager of a different team

External consultants

Strategic plan

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 Student Assessment Tasks for BSBOPS502 Manage business operational plans

Information source Description Examples (provide 1)

Budgets and forecasts

Legislation and regulatory

authorities

Organisational policies and

procedures

2. List four ways to consult with stakeholders:

3. Complete the table below to describe the requirements for resources included in operational plans:

Resource Description of the resources How to acquire the resource:

Type and 2 examples:

Physical How do you acquire physical resources and/or

services?

What does a procurement process include (list

at least four considerations)?

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Student Assessment Tasks for BSBOPS502 Manage business operational plans

Resource Description of the resources How to acquire the resource:

Type and 2 examples:

Relevant organisational policies and procedures

(at least one):

Financial What workplace documents provides

information about financial resources? (describe
at least one):

How does the budgeted and actual finances

influence profitability and productivity of the
operational plan?

Explain how to obtain additional finances:

Human How do you recruit staff?

List at least two induction strategies:

Relevant organisational policies and procedures

(at least one):

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 Student Assessment Tasks for BSBOPS502 Manage business operational plans

4. Explain the purpose of key performance indicators.

5. List four different approaches to developing key performance indicators.

6. Explain the procedure for documenting performance, including records that should be kept.

7. Provide a definition of a PCBU and outline their key responsibilities under WHS laws.

8. Outline the aim and scope of the Fair Work Act 2009.

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 Student Assessment Tasks for BSBOPS502 Manage business operational plans

Assessment Task 1: Checklist

Student’s name:

Did the student provide a Completed

sufficient and clear answer that successfully? Comments
addresses the suggested answer
for the following? Yes No

Question 1

Question 2

Question 3

Question 4

Question 5

Question 6

Question 7

Question 8

Question 9

Question 10

Question 11

Task outcome:  Satisfactory  Not satisfactory

Assessor signature:

Assessor name:

Date:

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 Student Assessment Tasks for BSBOPS502 Manage business operational plans

Assessment Task 2: Project

Information for students

In this task, you are required to demonstrate your skills and knowledge by working through a number of
activities and completing and submitting a project portfolio.
You will need access to:

 a suitable place to complete activities that replicates a business environment including a meeting
space and computer and internet access

 your learning resources and other information for reference

 Project Portfolio template

 Simulation Pack (if you need a case study).

Ensure that you:

 review the advice to students regarding responding to written tasks in the Business Works Student User
Guide

 comply with the due date for assessment which your assessor will provide

 adhere with your RTO’s submission guidelines

 answer all questions completely and correctly

 submit work which is original and, where necessary, properly referenced

 submit a completed cover sheet with your work

 avoid sharing your answers with other students.

Assessment information
i
Information about how you should complete this assessment can be found in Appendix A of the
Business Works Student User Guide. Refer to the appendix for information on:

 where this task should be completed

 how your assessment should be submitted.

Note: You must complete and submit an assessment cover sheet with your work. A template is
provided in Appendix B of the Student User Guide. However, if your RTO has provided you
with an assessment cover sheet, please ensure that you use that.

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 Student Assessment Tasks for BSBOPS502 Manage business operational plans

Activities
Complete the following activities:

1. Carefully read the following:

This project requires you to develop and manage an operational plan for one business or
work area by:

 sourcing information relevant to your work area/business and its related

operational plan.

 consulting with others to develop and approve an operational and contingency plan.

 managing resource acquisition and performance according to organisational

policies and procedures.

 addressing underperformance.

 negotiating and approving variations to the operational plan.

Vocational education and training is all about gaining and developing practical skills that
are industry relevant and that can help you to succeed in your chosen career. For this
reason, we are giving you the choice to base this project on your own business, one you
work in or a familiar with, or you can use the case study provided. This will mean that you
are applying your knowledge and skills in a relevant, practical and meaningful way to your
own situation!

It is important that you are able to access enough information for your chosen business in
order to be able to do your assessment. As a minimum this should include organisational
policies and procedures related to operational plans. You will also need data to review and
assess operational progress in step 5.

Relevant policies and procedures may include:

 Recruitment, Induction and Development

 Procurement and Suppliers

 Reporting and Documenting

 Hierarchy of control/ Approval
 Any other relevant policies and procedures.

You will need to communicate with people who work for, or are involved, in this business
or work area several times. Your communication may be either directly with actual staff
members or fellow students/your assessor can play the roles of relevant people/parties.
Communication can be in any appropriate format (e.g. face to face, video conference,
email) as long as it meets the requirements outlined in the Project Portfolio.
You will be collecting evidence for this unit in a Project Portfolio. The steps you need to
take are outlined below.

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 Student Assessment Tasks for BSBOPS502 Manage business operational plans

2. Preparation

Make sure you are familiar with the organisation you are basing this assessment on and
have read through the necessary background information. For the case study business, this
is all of the documents included in the Simulation Pack.
If it’s your own business or a business where you are working or are familiar with, have
your business approved by your assessor and identify a work area to develop an operational
plan for.
If you are using the case study, you will assume the role of sales manager and develop an
operational plan for the approved business model “develop a cloud-based solution”.
Complete Page 4 of your Project Portfolio for this unit.
Read through the requirements of Section 1, 2 and 3 of your Project Portfolio.

3. Planning for an operational plan

Complete Section 1 of your Project Portfolio.

To complete Section 1, you need to:

 source information relevant to the development of an operational plan for your

work area, including stakeholders, legislative, organisational, financial and
intellectual property requirements.

 identify potential activities and resource requirements (including their financial

implications and KPIs) for the operational plan (include at least one human
resource and one physical resource).

 identify data security issues.

Make sure you have answered all questions in Section 1. Submit to your assessor
for review.
You are also required to attach certain documents as part of your evidence – review the
documents you need to attach as outlined in Section 1 of the Project Portfolio and make
sure you attach these upon submission.
You will use the work done in this section of the Portfolio to consult with others and
lead teamwork to develop an operational plan in the next activity. In preparation, read
through step 4.

4. Developing an operational plan

Meet with at least two of the stakeholders you identified as part of Section 1 of your Project
Portfolio. One of the stakeholders must be a client.
Consult with stakeholders to agree on activities, resources, timeframes, KPIs and
monitoring processes.

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Student Assessment Tasks for BSBOPS502 Manage business operational plans

This meeting should take 20 minutes.

i
This meeting may take place with actual people who work for/are associated with your
chosen business. Alternatively, classmates or your assessor may play the role of one or
more team members.
This can either be viewed in person by your assessor or you may like to video record the
session for your assessor to watch later. Your assessor can provide you with more details at
this step. Make sure you follow the instructions below and meet the timeframes allocated. If
this session is not viewed in person by your assessor, you will attach proof of the meeting to
Section 2 of your Project Portfolio.
As part of this meeting, you are required to demonstrate your ability to:

 take a leadership role in the meeting (e.g., start and conclude the meeting)
 facilitate effective group interaction (e.g., ensure everyone has a chance to speak
and provide input)
 influence the direction of the discussion (e.g., use persuasive language and have a firm
opinion and tone, keep the discussion on topic)
 present information using appropriate style, language, register and vocabulary (e.g.,
conduct yourself in a professional manner where everyone understands what has
been said, use terms applicable to business, operational plans and the industry in
which the business operates)

 listen to others and comprehend what they’re saying (e.g., do not interrupt
and rephrase what has been said to confirm your understanding)
 seek advice, feedback and support (e.g., ask relevant questions such as “do you
agree with me?” and let others tell you what they think)
 use appropriate paralinguistic communication (e.g., appropriate body language such
as not folding your arms, supportive facial expressions such as frowning or smiling,
polite tone and professional pitch).
You will be assessed on this.

Complete Section 2 of your Project Portfolio.

To complete Section 2, you need to:
 develop and approve an operational and contingency plan.

 document resource requirements.

i Approval can be sought in any way as long as you adhere to any organisational
communication and approval requirements.

Approval may for example be:

 question and answer session (each stakeholder has a copy of the operational plan)

 executive team meeting

 email requesting approval

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Student Assessment Tasks for BSBOPS502 Manage business operational plans

 updated project schedule.

Explain your operational plan to relevant work team(s). Meet with at least one stakeholder
who is a co-worker and part of a team who will be responsible for an activity in the
operational plan.

This meeting should take 20 minutes.

i
This meeting may take place with actual people who work for/are associated with
your chosen business. Alternatively, classmates or your assessor may play the role of
one or more team members.
This can either be viewed in person by your assessor or you may like to video record the
session for your assessor to watch later. Your assessor can provide you with more details at
this step. Make sure you follow the instructions below and meet the timeframes allocated. If
this session is not viewed in person by your assessor, you will attach proof of the meeting to
Section 2 of your Project Portfolio.
As part of this meeting, you are required to demonstrate your ability to:

 take a leadership role in the meeting (e.g., start and conclude the meeting)

 present information using appropriate style, language, register and vocabulary (e.g.,
conduct yourself in a professional manner where everyone understands what has
been said, use terms applicable to business, operational plans and the industry in
which the business operates)

 listen to others and comprehend what they’re saying (e.g., do not interrupt
and rephrase what has been said to confirm your understanding)
 seek support (e.g., ask relevant questions such as “Are the operational
priorities clear?”)
 use appropriate paralinguistic communication (e.g., appropriate body language such
as not folding your arms, supportive facial expressions such as frowning or smiling,
polite tone and professional pitch).
You will be assessed on this.

Make sure you have answered all questions in Section 2. Submit to your assessor
for review.
You are also required to attach certain documents as part of your evidence – review the
documents you need to attach as outlined in Section 2 of the Project Portfolio and make
sure you attach these upon submission.

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 Student Assessment Tasks for BSBOPS502 Manage business operational plans

5. Managing operational performance

Assume a period of time has passed.

i
If you are basing this on your own business, make sure you have data (that shows
underperformance) available for the activity/KPI you selected to monitor.
If you are basing this on the case study, assume:

 invoices show that the advertising consultant has spent more than what was
budgeted for.

 a project schedule shows the advertising consultant is still delivering within agreed
timeframes.

Complete Section 3 of your Project Portfolio.

To complete Section 3, you need to:

 confirm resources were acquired following organisational policy, practices

and procedures.

 incorporate intellectual property rights and responsibilities (e.g. via memo to staff).

 plan and implement the monitoring and documentation of the performance for
one activity.

 assess the progress performance of the activity (using relevant data).

 address the underperformance of a human or physical resource (at least one

resource) and confirm support.

Meet with relevant stakeholders to discuss underperformance and negotiate variations to

the operational plan. Meet with at least one of the stakeholders you identified as part of
Section 1 of your Project Portfolio who is associated with the underperformance.
Negotiate with stakeholder(s) to:

 establish reasons and solutions for underperformance.

 negotiate variations to the operational plan required due to the underperformance.

 establish support requirements.

Remember that negotiation means that you discuss something to reach a mutually
agreeable outcome.

This meeting and negotiation should take 10 minutes.

i
This meeting and negotiation may take place with actual people who work for/are
associated with your chosen business. Alternatively, classmates or your assessor may play
the role of one or more team members.
This can either be viewed in person by your assessor or you may like to video record the
session for your assessor to watch later. Your assessor can provide you with more details at
this step. Make sure you follow the instructions below and meet the timeframes allocated. If

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 Student Assessment Tasks for BSBOPS502 Manage business operational plans

this session is not viewed in person by your assessor, you will attach proof of the meeting to
Section 3 of your Project Portfolio.
As part of this meeting, you are required to demonstrate your ability to:
 take a leadership role in the meeting (e.g., start and conclude the meeting)
 facilitate effective group interaction (e.g., ensure everyone has a chance to speak
and provide input)
 influence the direction of the discussion (e.g., use persuasive language and have a
firm opinion and tone, keep the discussion on topic)
 present information using appropriate style, language, register and vocabulary (e.g.,
conduct yourself in a professional manner where everyone understands what has
been said, use terms applicable to business, operational plans and the industry in
which the business operates)

 listen to others and comprehend what they’re saying (e.g., do not interrupt
and rephrase what has been said to confirm your understanding)
 seek advice, feedback, and support (e.g., ask relevant questions such as “do you
agree with me?” and let others tell you what they think)
 use appropriate paralinguistic communication (e.g., appropriate body language such
as not folding your arms, supportive facial expressions such as frowning or smiling,
polite tone and professional pitch)
 negotiate outcomes (discuss and agree on variations to the operational
plan). You will be assessed on this.

Make sure you have answered all questions in Section 3.

You are also required to attach certain documents as part of your evidence – review the
documents you need to attach as outlined in Section 3 of the Project Portfolio and make
sure you attach these upon submission.

6. Submit your completed Project Portfolio

Make sure you have completed all sections of your Project Portfolio, answered all
questions, provided enough detail as indicated and proofread for spelling and grammar as
necessary. Remember to submit all necessary attachments as indicated.

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 Student Assessment Tasks for BSBOPS502 Manage business operational plans

Assessment Task 2: Checklist

Student’s name:

Completed
successfully? Comments

Did the student: Yes No

Plan for an operational plan by:

 Outlining their role and its

contribution to broader organisational
objectives

 Sourcing information regarding:

o stakeholders
o relevant legislation
o relevant organisational policies
and procedures
o financial situation

 Researching and analysing potential

physical and human resource
requirements and alternatives
(including IP requirements, rights, and
responsibilities)

 Showing mathematical calculations and

reasoning related to budget and/or KPI
requirements

 Identifying data security requirements

or issues related to potential
activities?

Develop an operational plan by:

 meeting with relevant stakeholders and

clients to collaborate and agree on the
contents of an operational plan
(activities, resources, timeframes,
KPIs and monitoring processes)

 developing an operational
plan according to
organisational requirements
including:
o two objectives

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 Student Assessment Tasks for BSBOPS502 Manage business operational plans

o three activities per objective

o person responsible for completion
of activity
o timeline requirements
o resources required (both
physical and human)
o KPIs
o budget for the activity

 developing a contingency plan for

each activity on the operational plan,
including:
o potential risks
o planned response to the risk

 approving their operational plan

 documenting resource requirements

 explaining the approved

operational plan to team members
via oral communication?

Manage operational performance by:

 confirming human resource

acquisition processes

 confirming physical resource

acquisition processes

 incorporating intellectual
property requirements in the
execution of activities

 planning and implementing

monitoring processes for one activity
and its related KPI

 assessing the progress of one activity

to achieve profit/productivity and
document performance

 negotiating variations to the

operational plan with relevant
stakeholders

 addressing underperformance and

confirming support for the
resource?

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 Student Assessment Tasks for BSBOPS502 Manage business operational plans

Demonstrate effective oral communication

and teamwork skills, including:

 taking a leadership role in the meeting

 facilitating effective group interaction

 influencing the direction of

the discussion

 presenting information using

appropriate style, language, register
and vocabulary

 listening to others and comprehending

what they’re saying

 seeking advice, feedback, and support

 using appropriate
paralinguistic communication?

Task outcome:  Satisfactory  Not satisfactory

Assessor signature:

Assessor name:

Date:

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 Student Assessment Tasks for BSBOPS502 Manage business operational plans

Final results record

Student name:

Assessor name:

Date

Final assessment results

Result

Task Type Satisfactory Unsatisfactory Did not submit

Assessment Task 1 Knowledge questions S U DNS

Assessment Task 2 Project S U DNS

Overall unit results C NYC

Feedback
 My performance in this unit has been discussed and explained to me.
 I would like to appeal this assessment decision.

Student signature: Date:

 I hereby certify that this student has been assessed by me and that the assessment has been carried
out according to the required assessment procedures.

Assessor signature: Date:

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